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- Tasks: Lead a dynamic team to deliver exceptional client service and operational support.
- Company: Join a leading financial services firm with a focus on innovation and excellence.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: Make a real impact by enhancing client experiences and driving operational efficiency.
- Qualifications: Proven leadership skills and experience in financial services required.
- Other info: Be part of a supportive culture that values continuous learning and development.
The predicted salary is between 50000 - 60000 £ per year.
Role title: Client Service & Operations Manager
Reporting to: Regional Head
Location: Birmingham [hybrid 3 days per week]
SMCR Function: Conduct
Purpose of role
As the Client Services & Operations Manager you will oversee a team of ~ 20 local Client Operations professionals, including Paraplanners, Administrators and support staff, that delivers efficient & timely processing, regulatory compliance, and a consistent high quality client and adviser experience. The role holder will support the Regional Head in the development and delivery of efficient and effective operations support, maintaining the high standards our clients expect, supporting financial advisers, and driving operational excellence throughout the client journey within a designated Ascot Lloyd region.
Key Responsibilities
- Team leadership and support: Lead and manage a professional client operation team(s) to deliver outstanding and timely operational support to our advisers and excellent service to our clients. Work with other Managers and the Regional Heads to establish, deliver and measure agreed goals and objectives.
- Operational Excellence and service delivery: Work closely with other Managers to ensure consistency, best practice and continuous improvement in terms of service delivery. Accountable for the day-to-day workflow management of the client operations team(s) for which the role assumes responsibility (location dependent). Ensure the delivery of first-class support services across a full range of financial planning products and services. Identify areas for process improvement and work with the Regional Head to effectively design and deliver solutions. Provide operational expertise and act as a point of referral for complex queries associated with the operational functions.
- People Management and Development: Develop an environment where people have the opportunity to learn, grow and develop. Mentor and coach your team, fostering a culture of growth through teamwork, collaboration, and a continuous improvement mindset. Cascade critical updates on processes, products and market developments to your team. Complete regular performance reviews in accordance with Ascot Lloyd HR requirements. Work with the Regional Head and HRBP to ensure sufficient resource across operational areas to manage business levels to effectively service our clients and advisers.
- Strategic Projects: Actively participate in key strategic projects that drive operational efficiency and improve client/adviser experience. Work with Regional Head and peers to accommodate and effectively integrate new business following acquisitions. Provide operational input into operations management team on resource alignment, meeting business objectives and developing the Ascot Lloyd proposition.
- Risk Management: Embrace the company’s risk framework and promote a risk aware culture that aligns with the company’s risk appetite. Ensure that your team complete regular Regulatory & Compliance training.
Experience / Skills Required
- Leadership & Team Development: Proven experience in supervisory roles, including mentoring junior staff.
- Process Improvement & Organisation: Confident driving procedural change; proactive, well-organised, and able to prioritise effectively.
- Communication & Interpersonal Skills: Strong written and verbal communication with excellent relationship-building ability.
- Delivery Focused: Tenacious, resilient, and committed to seeing tasks through to completion. Experienced in hands on paraplanning is essential.
- Confidentiality & Integrity: Trusted to manage sensitive information with discretion.
- Analytical & Detail-Oriented: Quick to gather relevant data with a strong focus on accuracy and record keeping.
- Technical Expertise: Provides advice support; proficient in research tools, templated suitability reports, and CIP frameworks.
- Industry & Systems Knowledge: In-depth understanding of financial services and Ascot Lloyd back office/platform systems.
- IT Skills: Highly computer literate with advanced Excel proficiency.
Client Services & Ops Manager - Bham in Birmingham employer: Ascot Lloyd group
Contact Detail:
Ascot Lloyd group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services & Ops Manager - Bham in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and engage with professionals on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or use online platforms to refine your answers. Focus on showcasing your leadership skills and experience in client services, as these are key for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and ready to contribute to operational excellence.
We think you need these skills to ace Client Services & Ops Manager - Bham in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Services & Ops Manager role. Highlight your leadership experience and any process improvement initiatives you've led, as these are key for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about client services and how your background makes you the perfect fit for our team in Birmingham.
Showcase Your Communication Skills: Since strong communication is crucial for this role, ensure your application is clear and concise. Use professional language but let your personality shine through – we want to get to know you!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Ascot Lloyd group
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific operations at Ascot Lloyd. Familiarise yourself with their products, services, and any recent news about the company. This will show that you're genuinely interested and prepared.
✨Showcase Your Leadership Skills
Since this role involves managing a team, be ready to discuss your leadership style and experiences. Prepare examples of how you've mentored or developed team members in the past, and how you foster a culture of growth and collaboration.
✨Demonstrate Problem-Solving Abilities
Think of specific instances where you've identified process improvements or solved complex operational issues. Be ready to explain your thought process and the impact of your solutions on the team and clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, operational challenges, and strategic projects at Ascot Lloyd. This not only shows your interest but also helps you gauge if the company culture aligns with your values.